+679.9%
MPC vs MOH
-26.3%
+706.3%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.5% | +0.5% |
| 7D | +3.2% | -4.2% | +7.4% | +3.5% |
| 30D | +25.0% | -2.4% | +27.4% | +25.2% |
| 3M | +55.2% | -4.4% | +59.6% | +55.5% |
| 6M | +86.4% | +32.9% | +53.5% | +82.2% |
| YTD | +148.5% | +11.9% | +136.6% | +144.6% |
| 1Y | +121.7% | +6.9% | +114.8% | +118.1% |
| 3Y | +172.9% | -39.4% | +212.3% | +175.0% |
| 5Y | +679.9% | -25.0% | +704.9% | +618.8% |
| All | +679.9% | -26.3% | +706.3% | +618.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded MOH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling